attachmentAV for Salesforce Setup Guide

Install (#)

  1. Visit the Salesforce AppExchange.
  2. Press the Get It Now button and follow the on-screen instructions.
  3. When you choose your payment plan, keep in mind that attachmentAV scans files uploaded by licensed users only. Step 0

After installation, four manual configuration steps are needed before attachmentAV can scan your files:

  1. Create Integration User
  2. Assign Query All Files permission to the integration user
  3. Authorize the integration
  4. Assign app licenses for users

Create Integration User (#)

attachmentAV requires permission to download and delete files in your Salesforce organization. attachmentAV runs in the context of the integration user you create next:

  1. Go to Setup > ADMINISTRATION > Users > Users and click New User. Step 1
  2. Set User License to Salesforce Integration (you can also select Salesforce Platform or Salesforce if you prefer).
  3. Fill in all the required fields.
  4. Press the Save button. Step 2
  5. Scroll down to the Permission Set Assignments section and press the Edit Assignments button. Step 3
  6. Assign the AttachmentAV Integration User permission set to the user.
  7. Press the Save button. Step 4
  8. Check your inbox for the verification email and verify the user - set username and password.

Assign Query All Files permission to the integration user (#)

The integration user needs permission to query all files in your Salesforce organization to scan them.

  1. Go to Setup > ADMINISTRATION > Users > Permission Sets and click New. Step 5
  2. Set Label to AttachmentAV Query All Files.
  3. The API Name is generated for you.
  4. Press the Save button. Step 6
  5. Click on App Permissions. Step 7
  6. Press the Edit button. Step 8
  7. Select the Query All Files permission.
  8. Press the Save button. Step 9a
  9. Confirm the changes by pressing save once again. Step 9b

Next, assign the newly created permission set to the integration user:

  1. Go to Setup > ADMINISTRATION > Users > Users and click on your integration user. Step 10
  2. Scroll down to the Permission Set License Assignments section.
  3. Press the Edit Assignments button. Step 11
  4. Enable Salesforce API Integration.
  5. Press the Save button. Step 12
  6. Scroll down to the Permission Set Assignments section.
  7. Press the Edit Assignments button. Step 13
  8. Assign the AttachmentAV Query All Files permission set to the user.
  9. Press the Save button. Step 14

Authorize the integration (#)

It’s time to authorize attachmentAV in the context of the integration user to download your files for scanning:

  1. Open the authorization link in a separate browser or incognito window: Authorize integration
  2. You will be prompted to log in. Use the integration user credentials to authenticate. If the authentication fails, wait one minute and try again - Salesforce may need a moment to activate the new user.
  3. After logging in, you will see the following screen: Step 15
  4. Click Allow to authorize the integration.

After successful authorization, you will be redirected to the attachmentAV website with further instructions.

  1. Open the authorization link in a separate browser or incognito window: Authorize integration
  2. You will be prompted to log in. Use the integration user credentials to authenticate. If the authentication fails, wait one minute and try again - Salesforce may need a moment to activate the new user.
  3. After logging in, you will see the following screen: Step 15
  4. Click Allow to authorize the integration.

After successful authorization, you will be redirected to the attachmentAV website with further instructions.

Assign app licenses for users (#)

You purchased a specific amount of user licenses. In the final step, you assign them to all users that can use attachmentAV.

Only files uploaded by licensed users are scanned!

  1. Go to Setup > PLATFORM TOOLS > Apps > Packaging > Installed Packages.
  2. Find the attachmentav-salesforce package and click Manage Licenses. Step 16
  3. Press the Add Users button. Step 17
  4. Press Add All Users or select the users whose files are to be scanned. Step 18

High five 🎊 attachmentAV is now protecting your Salesforce files!

Uninstall (#)

Please follow the official Salesforce documentation.

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